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Cresset Asset Management, LLC: RFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on RFI, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 27,899 RFI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,899 shares
    Change vs previous 13F +10,327 shares

    <0.01% of the 13F portfolio, value $315,817.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,572 shares
    Change vs previous 13F +2,286 shares

    <0.01% of the 13F portfolio, value $195,752.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,286 shares
    Change vs previous 13F +2,077 shares

    <0.01% of the 13F portfolio, value $168,910.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 13,209 shares
    Change vs previous 13F +905 shares

    <0.01% of the 13F portfolio, value $159,829.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 12,304 shares
    Change vs previous 13F +810 shares

    <0.01% of the 13F portfolio, value $148,386.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,962.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).